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Steward Financial Group’s Graco GGG Stock Holding History

Steward Financial Group’s Portfolio GGG Stock Details GGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$8K Buy
+111
New +$8.77K ﹤0.01% 450
2022
Q3 		– Sell
-22
Closed -$1K – 566
2022
Q2 		$1K Buy
+22
New +$1.38K ﹤0.01% 741

Other funds holding GGG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Steward Financial Group's GGG Position: Q3 2023 in Review

Steward Financial Group opened a new position in Graco (GGG) in Q3 2023: 111 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #450 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in GGG as recently as Q2 2022.

Steward Financial Group first reported a position in GGG in Q2 2022 and has held it in 2 quarters since. 599 funds tracked by Wall St. Rank hold GGG as of Q3 2023.

  • Steward Financial Group held 111 shares of Graco worth $8K as of Q3 2023.
  • Graco was a new Steward Financial Group position in Q3 2023.
  • Graco made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #450 holding.
  • Steward Financial Group first reported a position in Graco in Q2 2022 and has held it in 2 quarters since.
  • 599 funds tracked by Wall St. Rank held Graco as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.